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Identity Manager 9.1 - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Managing my request templates Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Compliance Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my business roles Managing my identities Managing my cost centers Managing my locations Managing my system entitlements Managing my system roles
Delegating tasks Ownerships
Managing data
Managing identities Managing user accounts Managing system entitlements Managing departments Managing locations Managing cost centers Managing business roles Managing system roles
Appendix: Attestation conditions and approval policies from attestation procedures

Managing my locations

You can perform a variety of actions on locations that you manage and gather information about them.

Detailed information about this topic

Displaying my locations

You can display all the locations for which you are responsible.

To display locations

  1. Open the home page.

  2. On the Home page, in the My Responsibilities tile, click Locations.

    This opens the Locations page and displays all the locations for which you are responsible.

  3. (Optional) To display details of a location, next to the location, click Edit.

Displaying and editing my locations' main data

You can edit the main data of the locations for which you are responsible.

To display and edit a location's main data

  1. Open the home page.

  2. On the Home page, in the My Responsibilities tile, click Locations.

  3. On the Locations page, next to the location whose main data you want to show/edit, click Edit.

  4. In the Edit Location pane, make your changes in the corresponding fields.

    ClosedYou can edit the following main data.

  5. Click Save.

Copying/splitting my locations

You can copy or move memberships and entitlements from locations you are responsible for to new objects (departments, business roles, cost centers, locations).

To copy a location or move memberships and entitlements

  1. Open the home page.

  2. On the Home page, in the My Responsibilities tile, click Locations.

  3. On the Locations page, next to the location you want to copy or whose memberships and entitlements you want to move, click Edit.

  4. In the Edit Location pane, click (Actions) > Split.

  5. In the Split pane, In the Type of new role menu, select which type to give the new object.

  6. Depending on the object type you have selected, enter the basic main data of the new object in the corresponding fields.

    TIP: After the object has been created, you can add the remaining main data (see Displaying and editing my department main data, Displaying and editing my business roles' main data, Displaying and editing my cost center main data, or Displaying and editing my locations' main data).

  7. Click Continue.

  8. In the Select assignments to be copied or moved to the new role step, perform the following actions:

    • To neither copy nor move an entitlement/a membership to a new object, in the menu next to the corresponding entitlement/membership, select Keep this assignment. The entitlement/membership is later only available in the source object.

    • To copy or move an entitlement/a membership to a new object, in the menu next to the corresponding entitlement/membership, select Keep and copy new role. The entitlement/membership is included later in the source object as well as the target object.

    • To move an entitlement/a membership to a new object, in the menu next to the corresponding entitlement/membership, select Move to new role. The entitlement/membership is later removed from the source object and only included in the target object.

  9. Click Continue.

  10. (Optional) In the Verify step, you verify the actions to run and deselect the check box in front of any actions that should not be run.

  11. Click Continue.

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